See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,667 | $74,888-19.0% | $71,209-14.8% | $142,382-57.4% |
| Participation rate | 82.4% | 76.2%+6.1pp | 73.8%+8.6pp | 80.1%+2.2pp |
| Annual return | 11.54% | 345.14%-333.6pp | 282.51%-271.0pp | 217.08%-205.5pp |
| Employer contribution / active EE | $873 | $2,854-69.4% | $2,721-67.9% | $4,299-79.7% |
| Participant deferral / active EE | $2,410 | $4,454-45.9% | $4,175-42.3% | $6,507-63.0% |
| Admin fee / account holder | $7,049 | $5,568+26.6% | $5,349+31.8% | $12,624-44.2% |